Managing Member, CEO, Chief Compliance Officer · Union Street Partners LLC
Shawn Patrick McLaughlin
CRD 1232710 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Union Street Partners LLC, an SEC-registered asset manager based in Alexandria, VA with $86 million in regulatory assets, lists Shawn Patrick McLaughlin on its Form ADV as Managing Member, CEO, Chief Compliance Officer, a control person. The SEC filings also name Shawn at 1 other registered adviser.
Firms and roles
- Union Street Partners LLCManaging Member, CEO, Chief Compliance OfficerAsset manager · Alexandria, VA · $86M in regulatory assets
- McLaughlin Ryder Investments, Inc.President, CEOBroker-dealer firm · Alexandria, VA · $522M in regulatory assets
AtlasMembers
Shawn’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Shawn’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Bernard F. McGinnElected Manager and Chief Investment Officer, Union Street Partners LLC
- Catherine CucharaleChief Compliance Officer, McLaughlin Ryder Investments, Inc.
- Ilina S StamovaFinop, McLaughlin Ryder Investments, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shawn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.